Lori Davis
Hurricane
Summary
I’m a 55 year old woman who is interested in part-time employment close to home that is relatively low stress, rewarding, and utilizes my past employment skills. I’m polite, have good manners, personable, and easy to get along with, as well as honest, reliable, and pleasant.
Overview
9
9
years of professional experience
1993
1993
years of post-secondary education
Work History
Insurance agent
Henderson Insurance Inc
Hurricane
11.2018 - 06.2024
- Assisted customers face-to-face within the office
- Answered phone calls throughout the day as well as worked remotely for almost a year during the pandemic
- Educated clients about various insurance products and coverage options.
- Assisted clients in completing insurance applications and claims forms.
- Developed tailored insurance solutions based on client needs and preferences.
- Analyzed market trends to recommend appropriate policies for clients.
- Conducted regular policy reviews to ensure adequate coverage for clients.
- Collaborated with underwriters to secure competitive pricing for policies.
- Maintained accurate client records in the agency management system.
- Provided ongoing support to clients throughout the policy lifecycle.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Processed payments received from clients promptly according to established procedures.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
Receptionist
Teays Dental Care
Hurricane
07.2015 - 06.2018
- Greeted patients and visitors warmly upon arrival at dental office.
- Scheduled appointments using dental practice management software efficiently.
- Managed patient records and ensured confidentiality compliance at all times.
- Answered phone calls promptly, addressing inquiries and directing calls appropriately.
- Processed patient payments and verified insurance information accurately.
- Maintained cleanliness and organization of reception area daily.
- Scheduled and confirmed appointments.
- Greeted visitors and provided them with assistance.
Education
Bachelor of Arts - Criminal Justice/Sociology
Marshall University
Huntington, West Virginia, WV 09.1988 - 05.1993
Hurricane High School
Hurricane , WVSkills
- Policy writing
- Customer relationship management
- Risk assessment
- Compliance adherence
- Document preparation
- Payment processing
- Communication skills
- Problem solving
- Attention to detail
- Professionalism and ethics
- Customer service
- Account management
- Reliability
Timeline
Insurance agent
Henderson Insurance Inc
11.2018 - 06.2024
Receptionist
Teays Dental Care
07.2015 - 06.2018
Bachelor of Arts - Criminal Justice/Sociology
Marshall University
09.1988 - 05.1993
Hurricane High School